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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,893 | $162,136-46.4% | $152,301-42.9% | $154,746-43.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 34.57% | 91.02%-56.4pp | 80.50%-45.9pp | 172.34%-137.8pp |
| Employer contribution / active EE | $2,681 | $4,890-45.2% | $4,624-42.0% | $4,379-38.8% |
| Participant deferral / active EE | $12,972 | $8,341+55.5% | $8,004+62.1% | $6,730+92.7% |
| Admin fee / account holder | $407 | $15,759-97.4% | $14,398-97.2% | $14,365-97.2% |